Fund manager · Tata

Amit Somani

Deputy Head of Fixed at Tata. Runs 16 schemes worth ₹90,461 Cr.

Fund house
TataThey run their schemes at Tata.
AUM they run
₹90,461 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.
Schemes
16 now · 1 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.
Experience
24 years24

Profile^{(Tata's SAI, 30 Jun 2026)}

About

Role: Deputy Head of Fixed
Studied: B. Com, PGDBM, CFA (US)
Age: 48 years
Experience: 24

Schemes now16

Tata Money Market Fund₹31,690 Cr
Tata Liquid Fund₹28,037 Cr
Tata Balanced Advantage Fund₹8,005 Cr
Tata Ultra Short Term Fund₹5,404 Cr
Tata Multi Asset Allocation Fund₹5,000 Cr
Tata Aggressive Hybrid Fund₹3,983 Cr
and 10 more, all below

AUM they run^{(Mar 2019 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	90,461	−9.4%
Aug 2026	99,857	−0.5%
Jul 2026	1,00,384	+11.8%
Jun 2026	89,810	+18.2%
May 2026	75,996	−3.0%
Apr 2026	78,316	+23.1%
Mar 2026	63,622	−22.6%
Feb 2026	82,164	+17.5%
Jan 2026	69,933	+3.0%
Dec 2025	67,865	−11.1%
Nov 2025	76,348	+2.1%
Oct 2025	74,801	+11.0%

AUM at month end, Sept 2026

₹90,461

+20.9% since Oct 2025

Fig. 1.The AUM of the schemes Amit Somani ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time^{(Oct 2013 – now)}

Tata2014201620182020202220242026

Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes^{(Oct 2013 – now)}

Tata

16 now · since Oct 2013

Tata Money Market Fund
Fund managerOct 2013—13y 1m₹31,690 CrMoney MarketTER 0.18%
Tata Balanced Advantage Fund
Co-managerJun 2026—5m₹8,005 CrBalanced AdvantageTER 0.70%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance^{(16 schemes)}

Growth · Direct plans

Return as manager: +6.83%
Beat peers: 3 of 8
vs peers: −0.23 pt
Longest run: 13.0 years
Beat benchmark: Upcoming

Each scheme Amit Somani ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

Tata Money Market Fund	Oct '13–now · 13.0y	+6.64%	+7.17%	−0.53 pt	–	–
Tata Liquid Fund	Oct '13–now · 13.0y	+51.93%	+6.69%	+45.24 pt	–	–
Tata Overnight Fund	Mar '19–Aug '26 · 7.3y	+5.15%	+5.14%	+0.00 pt	–	–
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund	Apr '22–now · 4.5y	+6.68%	+8.26%	−1.58 pt	–	–
Tata Nifty G Sec Dec 2029 Index Fund	Jan '23–now · 3.7y	+7.39%	+7.50%	−0.11 pt	–	–
Tata Nifty G Sec Dec 2026 Index Fund	Jan '23–now · 3.7y	+7.06%	+7.43%	−0.37 pt	–	–
Tata Short Term Fund The scheme has 1 segregated portfolio which was created under Corporate Bond Fund	Jun '25–now · 1.4y	+4.64%	+5.00%	−0.36 pt	–	–
Tata Ultra Short Term Fund	Oct '25–now · 1.0y	+6.99%	+6.52%	+0.46 pt	–	–
Tata Income Plus Arbitrage Active FoF	Jun '26–now · 0.4y	+2.40%	−1.87%	+4.27 pt	–	–
Tata Balanced Advantage Fund	Jun '26–now · 0.4y	−2.22%	+0.69%	−2.92 pt	–	–
Tata Retirement Savings Fund Moderate Plan	Jun '26–now · 0.4y	+0.35%	+0.59%	−0.24 pt	–	–
Tata Retirement Savings Fund Conservative Plan	Jun '26–now · 0.4y	+0.78%	+0.50%	+0.29 pt	–	–
Tata Aggressive Hybrid Fund	Jun '26–now · 0.4y	−1.22%	+0.34%	−1.56 pt	–	–
Tata Multi Asset Allocation Fund	Jun '26–now · 0.4y	−2.15%	−1.10%	−1.05 pt	–	–
Tata Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund	Jun '26–now · 0.4y	+2.30%	+2.25%	+0.05 pt	–	–
Tata CRISIL IBX Financial Services 3 6 Months Debt Index Fund	Sep '26–now · 0.0y	+0.34%	−2.91%	+3.25 pt	–	–

Fig. 1.Each scheme Amit Somani ran, against its peers and benchmark over the same months. Source: AMFI.

Works with^{(9 now)}

Murthy NagarajanBalanced Advantage Fund · Multi Asset Allocation Fund · Aggressive Hybrid Fund · Retirement Savings Fund Moderate Plan · Income Plus Arbitrage Active FoF · Retirement Savings Fund Conservative Plan · Nifty G Sec Dec 2029 Index Fund · Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund8 schemes
Dhawal JoshiLiquid Fund · Ultra Short Term Fund · Short Term Fund The scheme has 1 segregated portfolio which was created under Corporate Bond Fund · CRISIL IBX Financial Services 3 6 Months Debt Index Fund4 schemes
Sailesh JainBalanced Advantage Fund · Multi Asset Allocation Fund · Income Plus Arbitrage Active FoF3 schemes
Rahul SinghBalanced Advantage Fund · Multi Asset Allocation Fund2 schemes
Sonam UdasiRetirement Savings Fund Moderate Plan · Retirement Savings Fund Conservative Plan2 schemes
Harsh DaveMoney Market Fund1 scheme
Puja KasatCorporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund1 scheme
Satish Chandra MishraAggressive Hybrid Fund1 scheme